Institutional Ownership Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN). We have compiled data on the 437 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,639
shares
|
$216,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
2,480
shares
|
$203,905
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,440
shares
|
$200,616
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,168
shares
|
$178,252
0.01% of portfolio
|
Q1 2022
Reduced 88.69%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$164,440
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,900
shares
|
$156,218
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,710
shares
|
$140,596
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,686
shares
|
$138,622
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
1,634
shares
|
$134,347
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,502
shares
|
$123,494
0.0% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$123,330
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,465
shares
|
$120,452
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,448
shares
|
$119,054
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,426
shares
|
$117,245
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,325
shares
|
$108,941
0.01% of portfolio
|
Q2 2024
Reduced 13.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,233
shares
|
$101,377
0.0% of portfolio
|
Q4 2023
Reduced 35.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,224
shares
|
$100,637
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$98,664
0.0% of portfolio
|
Q2 2018
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,194
shares
|
$98,170
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,166
shares
|
$95,868
0.03% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
996
shares
|
$81,891
0.0% of portfolio
|
Q2 2024
Reduced 43.47%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
992
shares
|
$81,562
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
944
shares
|
$77,615
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
930
shares
|
$76,464
0.03% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
902
shares
|
$74,162
0.01% of portfolio
|
Q4 2024
Added 0.11%
|